Six month roadmap YOUR FIRM LOGO Your journey and goals DATE DATE FALL SPRING MEETING MEETING 1. Discovery- or Re-Discovery Mutual understanding review 2. Financial overlay Intro Implementation Plan 3. Engagement Roadmap Review Data Gathering Setting Prioritization Family Wealth Planner Discussion begin -Section 1 Sample Client Name Roadmap 2020-2021 MEETING MEETING Goals, Circumstances & Preferences Review Goals, Circumstances & Preferences Review Roadmap Review Roadmap Review Investment Review Investment Review Family Meeting Education Planning ED: Legacy Planning ED: US Equities DATE DATE SPRING FALL For illustrative purposes only. Please ensure that materials delivered to clients/prospects are reviewed and approved ...
Why Afterschool? HOURS OF OPPORTUNITY 80% FORMAL CLASSROOM LEARNING 20% What the Research Says Improving Academic Reducing Juvenile Reducing Drug & Performance & Crime Alcohol Outcomes Dependence Supporting Promoting Healthy Creating the Working Families Lifestyles Workforce of Tomorrow Roadmap of Benefits This investment would allow com- In total, this investment would Let’s start with an investment of munities to leverage an estimated provide an additional $25 MILLION $4,225,000 45,409 YOUTH to increase access to high with high quality programming in additional funds from community quality afterschool and summer partners and businesses to support that ...
Agenda What is Transition Assistance? •Coaching •Resources •FAQs Roadmap to Career Transition – Getting Started • Step 1: The Journey Begins • Step 2: Where Do You Want To Go? Next Steps What is Transition Assistance? • Transition Assistance (TA) provides guidance and coaching to help you identify, select and obtain a new position that is in line with your skills and career goals. Individual coaching and tools can assist you with each step of the job search process. TA Roadmap to Career Transition Transition Assistance services and resources Individual, customized coaching Critical transition resources • Career ...
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